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Dec 27, 2012
12/12
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dana, retailers saw the weakest holiday sales since 2008. a lot of things being thrown at the american consumer, the tragedy in connecticut, sandy, fiscal cliff, everything. with that in mind where do you see consumer spending, consumer discretionary spending next year? >> i think in 2013 there's always a place that excels in consumer discretionary and it's based on product, price and where they can expand in terms of channel extension. in 2013 i think we'll see names like nordstrom where they are accelerating the rate of growth. i think we'll see urban outfitters continue their turnaround, perhaps in an accelerated pace in 2013, and i think you're going to continue to see, particularly in the first half of the year, the demand for products from michael kors do well. second half of the year is a different story and perhaps the turnaround of tiffany's to be the name for the second half. >> meantime, r.j., i think you would agree retail remembers scrambling right now because consumer confidence is plunging. three reports in a row that have bee
dana, retailers saw the weakest holiday sales since 2008. a lot of things being thrown at the american consumer, the tragedy in connecticut, sandy, fiscal cliff, everything. with that in mind where do you see consumer spending, consumer discretionary spending next year? >> i think in 2013 there's always a place that excels in consumer discretionary and it's based on product, price and where they can expand in terms of channel extension. in 2013 i think we'll see names like nordstrom where...
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Mar 22, 2012
03/12
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your outperform on dana. have you noticed last three out of this world stocks that we've done this week were all on the brink of bankruptcy and literally on the brink back in the depths of the crisis. admittedly off a low base, amazing how well they've done. >> good for next week maybe companies bet on almost a bankruptcy that did go into bankruptcy. >> yeah. that's next week. >> under the rug stocks. five names no longer exist. >> ahead in the second half of the show, the $5,000 manicure. yes, $5,000. >>> plus, when angry birds attack. will zynga do to game stop what netflix did to block buster? sounds like an s.a.t. question. that's herb's view and he's coming up on "street signs." [ baby crying ] ♪ what started as a whisper ♪ every day, millions of people choose to do the right thing. ♪ slowly turned to a scream ♪ there's an insurance company that does that, too. liberty mutual insurance. responsibility. what's your policy? ♪ amen, omen how do you know which ones to follow? the equity summary sco
your outperform on dana. have you noticed last three out of this world stocks that we've done this week were all on the brink of bankruptcy and literally on the brink back in the depths of the crisis. admittedly off a low base, amazing how well they've done. >> good for next week maybe companies bet on almost a bankruptcy that did go into bankruptcy. >> yeah. that's next week. >> under the rug stocks. five names no longer exist. >> ahead in the second half of the show,...
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Mar 15, 2012
03/12
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let's bring in dana telsey. welcome. hard to finding in not to like with rost stores in your estimation? >> it's a good company. they've had very good performance over the past few years. there's room to grow the store base. 1,000 stores in less than 30 states. a new concept in discount stores. they have put up the margins. the numbers have been so good, how do you compare against yourself? the guidance is a lower growth rate than in the past. >> so much more to be told. the upside continues here. why is the stock selling off, albeit slightly today. you can see it from august until now. it's almost a straight line up. >> exactly the reason it's pulling back a little bit. the numbers that came out was inline with the guidance. they didn't adjust to a higher number. you're going up against tougher compares. they've put up five to six comps. you need to keep beating. >> dana, first of all, switch gears with he. american eagle outfitters. i have money with a retail-specific hedge fund. this is one of the best picks after yea
let's bring in dana telsey. welcome. hard to finding in not to like with rost stores in your estimation? >> it's a good company. they've had very good performance over the past few years. there's room to grow the store base. 1,000 stores in less than 30 states. a new concept in discount stores. they have put up the margins. the numbers have been so good, how do you compare against yourself? the guidance is a lower growth rate than in the past. >> so much more to be told. the upside...
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Oct 30, 2012
10/12
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the ceo of telsey advisory, dana telsey, joins us on the fast line. we know there was a huge ramp up going into the hurricane and there's gonna be some sort of shopping after wards as people rush out to try to get what they need. the impact is what? >> basically -- thank you very much for having me, we believe the impact of the retailers, given the fact it is happening the beginning of november, black friday, the key to the month. retailers that benefit, the home improvement retailers. both home depot and low's, during major storms in the past of katrina and irene saw anywhere from 40 to 100 basis point lift in sales that's where we should see some of the most positive impact coming out of this >> any worry, sales from november moved forward, moved into october, people prepped hort purchases just so unique for the type of things would you buy for a storm that they wouldn't have any impact? >> no, you did get some of that you had some of the retailers, particularly the supermarkets, people were stocking up for the upcoming hurricane. they were also sto
the ceo of telsey advisory, dana telsey, joins us on the fast line. we know there was a huge ramp up going into the hurricane and there's gonna be some sort of shopping after wards as people rush out to try to get what they need. the impact is what? >> basically -- thank you very much for having me, we believe the impact of the retailers, given the fact it is happening the beginning of november, black friday, the key to the month. retailers that benefit, the home improvement retailers....
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Nov 23, 2012
11/12
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dana, i love this. we are so focused on the omni channel consumer, the customer doing the research first on her phone and in here touching the merchandise and then she might go home or go to work and execute the transaction, you know, touching multiple ways of shopping. that is by far our best customer. that's our most productive customer, that's a customer who is spending more, more engaged with our brand so we are all over this subject and we're enabling the transaction at the point of sale, if we don't have in this store we can find it for you, it may come from another store. that's a huge opportunity for us. >> terry, what is selling today? >> today it's definitely in the clothingcategories, the rampage boots at $19.99, you should see what that table looks like upstairs. all 147 million who are supposed to be shopping today are up there on the shoe floor right now. that's been a big hit, $49.99 cashmere sweaters, high quality, you got to make sure you understand there are different levels. the cashm
dana, i love this. we are so focused on the omni channel consumer, the customer doing the research first on her phone and in here touching the merchandise and then she might go home or go to work and execute the transaction, you know, touching multiple ways of shopping. that is by far our best customer. that's our most productive customer, that's a customer who is spending more, more engaged with our brand so we are all over this subject and we're enabling the transaction at the point of sale,...
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Aug 17, 2012
08/12
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dana, what's your initial reaction here? >> i think you don't want to read too much into the fluctuations from month to month. the larger pick schur that obama has been lucky in that the swing state picture is better for them than it is nationally. if you look at the national numbers all of the models would predict this president has no business being reelected. he should not be the in the running but he is because of the swing state situation and because he has been successful in making this race about other things, about mitt romney's taxes, paul ryan, medicare, and not about the economy. >> how important are these numbers, then? what do you think about the unemployment reports from these swing states? >> the overall numbers, they don't attract as much attention as the individual states as the national number does, and they are subject to a great deal of fluctuations. i don't think you want to look month to month, but as is indicated, it is stable, at least. if thaings remain stable, he is in a good position as long as thi
dana, what's your initial reaction here? >> i think you don't want to read too much into the fluctuations from month to month. the larger pick schur that obama has been lucky in that the swing state picture is better for them than it is nationally. if you look at the national numbers all of the models would predict this president has no business being reelected. he should not be the in the running but he is because of the swing state situation and because he has been successful in making...
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Dec 24, 2012
12/12
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dana telsey is the ceo and chief officer of telsey group. we saw you day after thanksgiving, you said there was going to be sort of a hot -- that weekend was going to be big, there was going to be a lull, and it was all going to come back. has it turned out that way for you, dana? >> i think some of it came back. i don't think all of it came back. i think it was a tougher season than expected. you think you had the long calendar, the hurricane sandy, the track dpi in connecticut, people had a lot on their minds this season. this weekend was a key weekend. i think it helped. i didn't see promotions being extra promotional. but it's a push till the end. >> okay, so winners and losers? >> i think some of the winners, i think you're going to see companies like tjx, macy's. i think american eagle outfitters, even gap had a very good season, along with michael kors. >> losers? >> i think you had a tough time at jcpenney. i think the traffic was tough there all the time. i think kohl's had to be extra promotional in order to be able to drive the sa
dana telsey is the ceo and chief officer of telsey group. we saw you day after thanksgiving, you said there was going to be sort of a hot -- that weekend was going to be big, there was going to be a lull, and it was all going to come back. has it turned out that way for you, dana? >> i think some of it came back. i don't think all of it came back. i think it was a tougher season than expected. you think you had the long calendar, the hurricane sandy, the track dpi in connecticut, people...
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Aug 15, 2012
08/12
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the call is at 10:30. >> dana, where are we on the retail sector? i'm slightly confused. today, the cost of living was unchanged. apparently companies don't have pricing -- the retail figures were good for the first time in seven years. components of it rose in july, but in three months prior to that we've been in contraction. sop where are we in consumer spending and retail sales. >> i think overall in terms of consumer spending, we have seen a more more cautious outlook. the month of july was better than month of june because the comparisons got easier. i think as we move forward, companies are taking a cautious stance on inventory. they will play the holiday season for profits give than the sales picture may be more cloudy with challenges out there more than we've had in the past two years. >> you could have doubled your money in gap in the last year, what is your big bet now? >> target has been a top pick for me. i still like it here and i like it even more after this morning, i'm liking kohls here, that's one of my picks, dsw which reports next wednesday morning. i l
the call is at 10:30. >> dana, where are we on the retail sector? i'm slightly confused. today, the cost of living was unchanged. apparently companies don't have pricing -- the retail figures were good for the first time in seven years. components of it rose in july, but in three months prior to that we've been in contraction. sop where are we in consumer spending and retail sales. >> i think overall in terms of consumer spending, we have seen a more more cautious outlook. the month...
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Nov 26, 2012
11/12
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also veteran retail analyst dana telsey will join us with her take. and coming up at 6:40, com score gives us a forecast for cyber monday sales. we of course continue to watch the fiscal cliff count down. lawmakers have been trying to convince the naub they are willing to compromise. they return to capitol hill today. >> everything should be on the table. >> bring entitlement reform into the conversation. >> a group of corporate executives are calling on congress to rise above partisan politics to try to find some sort of a solution. we have a lot to talk about with gleg brown and we'll start that in just a moment, but first over to andrew. >>> finance ministers are trying to unfreeze the second bailout package for greece, but first they must agree on how to cut massive debt to a more sustainable level. we'll head to london for details on that. and playing down a deal talk, tom joyce saying his country's currently if talks with at least two firms on a possible sale of its largest business unit. but would only pursue a deal if it created value to share
also veteran retail analyst dana telsey will join us with her take. and coming up at 6:40, com score gives us a forecast for cyber monday sales. we of course continue to watch the fiscal cliff count down. lawmakers have been trying to convince the naub they are willing to compromise. they return to capitol hill today. >> everything should be on the table. >> bring entitlement reform into the conversation. >> a group of corporate executives are calling on congress to rise above...
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Sep 26, 2012
09/12
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. >> cnbc's scott wapner goes one on one with dana white, the front man who took a dying franchise... >> we bought this thing, when it was a-as low as it could possibly get. >> nearly dead. >> dead-- no, it was dead. >> and turned it into a global sensation. >> when you first started out, in your wildest dreams did you ever think
. >> cnbc's scott wapner goes one on one with dana white, the front man who took a dying franchise... >> we bought this thing, when it was a-as low as it could possibly get. >> nearly dead. >> dead-- no, it was dead. >> and turned it into a global sensation. >> when you first started out, in your wildest dreams did you ever think
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Jan 31, 2012
01/12
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. >> not a great situation, and dana, do you believe he is up to the job in first glance. >> in first glance from what we have heard, extremely strategic to remodel the stores at dixons to bring it back to life and numbers are taking hold and he has big shoes to hold and the apple product essentially sells itself. and fitting into the culture is key. >> well, dana, when you look at the landscape of other retail ceos and other senior retail executives out there who might have been up for this job or perhaps the talent bench at apple, itself, are you surprised that apple went to the uk and granted one of the biggest sellers of apple products outside of apple itself, but to go to somebody who has run this big box store? >> yes, it is definitely came as a surprise. and the groundwork that we have done, the search was done very quietly, and given that apple is opening up more stores overseas than what they are opening in the u.s., they probably wanted that specialized skill set, but it did come as a surprise. >> and we believe of course, david, it was the result of them doing doles with ap
. >> not a great situation, and dana, do you believe he is up to the job in first glance. >> in first glance from what we have heard, extremely strategic to remodel the stores at dixons to bring it back to life and numbers are taking hold and he has big shoes to hold and the apple product essentially sells itself. and fitting into the culture is key. >> well, dana, when you look at the landscape of other retail ceos and other senior retail executives out there who might have...
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Nov 13, 2012
11/12
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that would be my first worry. >> i agree with you. >> thanks, dana. >> dana, thanks so much. >> thank you all. it's been a pleasure working with you. >> you know we're kidding, simon. >> it's okay. i have broad shoulders. >> we would talk about things other than jcpenney. zipcar locking in a solid third quarter growing membership base and full-year guidance. what's the ceos claims that 2012 will be the first full year of profitability? an update on that when he pulls into post 9 shortly. stay tuned. the new dell xps 12. part of a whole new line of tablets from dell. it's changing the conversation. ♪ it's changing the conversation. those surprising little still make you take notice. there are a million reasons why. but your erectile dysfunction that could be a question of blood flow. cialis for daily use helps you be ready anytime the moment's right. you can be more confident in your ability to be ready. and the same cialis is the only daily ed tablet approved to treat ed and symptoms of bph, like needing to go frequently or urgently. tell your doctor about all your medical condition
that would be my first worry. >> i agree with you. >> thanks, dana. >> dana, thanks so much. >> thank you all. it's been a pleasure working with you. >> you know we're kidding, simon. >> it's okay. i have broad shoulders. >> we would talk about things other than jcpenney. zipcar locking in a solid third quarter growing membership base and full-year guidance. what's the ceos claims that 2012 will be the first full year of profitability? an update on that...
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Dec 6, 2012
12/12
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so if you're trying to handicap the negotiations, you'd have to concede that dana is on to something. >> really. so -- >> at least like the starting point. so basically the starting point for the republicans is what president obama probably would have viewed as a victory if they had the negotiation. >> yeah, he wanted another 400 supposed supposedly. how does simpson-bowles get to -- how does it raise revenue? what's the number that it raises? >> well, it depends because they have a bunch of different simpson-bowles plans. like in the bowles-simpson report, there are three different tax plans and then the thing that the republicans modeled after was something that bowles said in a hearing. >> it's interesting when you look at what these plans are laid out, yesterday tim geithner said the republicans have not told them how they plan on raising any of this money and that's the big problem they have with this deal. >> i don't think that's true. it's very, very easy to have some kind of bas broadening that raises that much money. the revenues are very easy to make line up especially over
so if you're trying to handicap the negotiations, you'd have to concede that dana is on to something. >> really. so -- >> at least like the starting point. so basically the starting point for the republicans is what president obama probably would have viewed as a victory if they had the negotiation. >> yeah, he wanted another 400 supposed supposedly. how does simpson-bowles get to -- how does it raise revenue? what's the number that it raises? >> well, it depends because...
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May 16, 2012
05/12
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david faber was on "jeopardy" last night scoring a victory against kareem abdul-jabbar and dana parino. david won $50,000 for his charity, new visions for public schools. we had a camera on scene to catch up with david right after the show. >> it went pretty well. i was able to come home with a victory which is good. i did well on some of the pop culture stuff. >> the purported subject of the devil wears prada, this voeg editor went to the film's premier wearing prada. >> david? >> who is anna winter. >> correct. >> the movies. "rosebud." david? >> what is citizen cane. >> that's it. >> books? >> his best sellers include "lincoln," "1876" and the less historic aal and myra breckenridge. >> what is yom kippur. >> i did not know what the word yom means. >> what is a year. >> that is big trouble. >> good. what is good. >> no. >> in fact, yom kip you are. >> what is a day? >> dave? >> that's going to come back to bite me. >> you know, come back to bite him because he actually mentioned the other day that yom means day. so what a coincidence. of course, if i was on i would have said kentuck
david faber was on "jeopardy" last night scoring a victory against kareem abdul-jabbar and dana parino. david won $50,000 for his charity, new visions for public schools. we had a camera on scene to catch up with david right after the show. >> it went pretty well. i was able to come home with a victory which is good. i did well on some of the pop culture stuff. >> the purported subject of the devil wears prada, this voeg editor went to the film's premier wearing prada....
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Apr 13, 2012
04/12
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dana stalder. nice to have you here. mobile, we've been talking about it a lot this morning with google. it stems have been key with facebook. give me your sense here those, is at any time breakout category in terms of venture investing and what our audience should be focused on? >> there's no question that the innovation cycle we're in right now is one probably the most important innovation cycle that will our lifetimes, and number two, it is the innovation cycle we need to pay attention to over the course of the next five to ten years here. it accounts for half of our new investments we've made in our current $500 million fund in fact. >> and you know, we still don't have what we would call, i guess a mobile native company yet amongst the larger companies in this country, correct? >> that's right. i mean, i think if you look at the fortune 500 or the big mobile plays, the handset guys are probably the most notable big players. but i think there is a whole new generation of companies to emerge here that are, as you say,
dana stalder. nice to have you here. mobile, we've been talking about it a lot this morning with google. it stems have been key with facebook. give me your sense here those, is at any time breakout category in terms of venture investing and what our audience should be focused on? >> there's no question that the innovation cycle we're in right now is one probably the most important innovation cycle that will our lifetimes, and number two, it is the innovation cycle we need to pay attention...
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May 21, 2012
05/12
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dana brown is a president of professionalism matters. we have tips for managing difficult personalities. i can't wait to hear your solutions to these problems. first let's talk about the types of people that drive us all crazy. first, the rambler. >> i think every meeting has the rambler. that person who goes on and on. they're giving you the war and peace version when you really want the cliff notes version. >> how do you make them stop. >> one technique that i really like, ask them to summarize their points for the meeting notes. it is a chance to compliment them and speed them up. say you are making great points, but i am worried we might not capture it all. could you boil it down to one key phrase. >> i always want to say please shut up now. the next person is the multit k multitasker. >> not only are we frustrated with them, but we have all been that person. they are on their pda or ipad. one of the things we can do is try to develop a ground rule right at the beginning. don't just ignore the problem. bring it up. we're all busy and
dana brown is a president of professionalism matters. we have tips for managing difficult personalities. i can't wait to hear your solutions to these problems. first let's talk about the types of people that drive us all crazy. first, the rambler. >> i think every meeting has the rambler. that person who goes on and on. they're giving you the war and peace version when you really want the cliff notes version. >> how do you make them stop. >> one technique that i really like,...
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Apr 2, 2012
04/12
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dana for instance multinational company largely industrial, what do you like about it? >> i like the fact they have a global footprint roughly 75% is noneurope. revenues will be up 6% this year to over 8 trillion. they should do about 1.95. they'll do about 18% return on equity. debt free balance sheet which is good. more cash than debt. they'll generate 200 million a year in free cash flow. if you look at it relative to johnson controls which we also own, similar business. they are basically four multiple points below it. it's a cheap stock here in a.p.e. >> ticker cvu do retro fits. >> they are based out of long island. about 97 million in revenue. revenues up 30% this year and stock is selling at roughly an a.p.e. interestingly enough, 63% of the backlog is commercial. only 44% is d.o.d. and d.o.d. products they have like e2c are well funded in the next couple of years. the company has a low to debt ratio. ends 15% on book. there aren't many aerospace defense companies whose top line has grown. >> i never you never like to say whether the overall market will go up an
dana for instance multinational company largely industrial, what do you like about it? >> i like the fact they have a global footprint roughly 75% is noneurope. revenues will be up 6% this year to over 8 trillion. they should do about 1.95. they'll do about 18% return on equity. debt free balance sheet which is good. more cash than debt. they'll generate 200 million a year in free cash flow. if you look at it relative to johnson controls which we also own, similar business. they are...
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Nov 23, 2012
11/12
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dana was on cnbc all morning. i'm sure she would agree. most shopping occurring as you get closer to christmas and then maybe saturday or sunday before is the peak. >> no one will make up to the perils of the fiscal cliff any time before it actually occurs and they see their payroll tax suddenly as being taken away. >> i totally agree. the difference may be headlines. people who i generally think aren't paying attention to walmart and the economy as much as we are, next week when negotiations get into high gear, headlines and leaks, if you will, or conversations will start to hit the press and people -- it might occur to people -- when i tell people everyone's paycheck will go down by 2% next year, that hits home. >> doesn't a setup for back end loaded year whether retail sales or stock market, the consensus on wall street let's assume consensus is right. there will be a deal of putting off of the fiscal cliff. maybe not a full resolution of one but putting off. next week we get bad headlines. stock market goes down. people pull back in sa
dana was on cnbc all morning. i'm sure she would agree. most shopping occurring as you get closer to christmas and then maybe saturday or sunday before is the peak. >> no one will make up to the perils of the fiscal cliff any time before it actually occurs and they see their payroll tax suddenly as being taken away. >> i totally agree. the difference may be headlines. people who i generally think aren't paying attention to walmart and the economy as much as we are, next week when...
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Apr 17, 2012
04/12
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the brain will go up against kareem abdul jabar and former white house press secretary dana perino. they don't call him the brain for nothing. i can see he's a little nervous. >> i am. >> are you preparing for it? trivial pursuit or -- >> i haven't been. i have read the paper every day for 40 years. hopefully that's preparation enough. kareem, he's smart. very smart. worldly. e he's been around a long time. he's played before. >> tall, too. >> he'll make me look even more absurd than usual. worse than standing with carl. >> or brian sullivan. >> he's truly 7'0". >> yes. >> should be exciting. we're all playing for charity. >> yours is -- >> new visions for public schools which supports 1.1 million students in public schools in new york city with different ways of doing things and charter schools. it's all for a good cause even if i don't do well. >> i think you're going to knock it out of the park. we mentioned the brain nickname. do you mind giving us the origin? was it betowed by haines? >> it was from joe, mark and i, the old squawk box. i was known for being late. i would miss t
the brain will go up against kareem abdul jabar and former white house press secretary dana perino. they don't call him the brain for nothing. i can see he's a little nervous. >> i am. >> are you preparing for it? trivial pursuit or -- >> i haven't been. i have read the paper every day for 40 years. hopefully that's preparation enough. kareem, he's smart. very smart. worldly. e he's been around a long time. he's played before. >> tall, too. >> he'll make me look...
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Nov 12, 2012
11/12
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marine corps major general michael dana commemorating veterans day marking the 237th birthday of the marine corps. over at the nasdaq, cresud. we'll keep an eye on how the companies are faring. a story about best buy hiring the former cfo of william sonoma who shrunk the store base and made online component larger. two big things that best buy has to do. >> very challenged. i think that by hiring her she will not shop at amazon for christmas holidays. she'll probably shop at best buy. it's a retail situation. they have to retail customers. i don't believe in best buy as a thesis. i don't believe in best buy as a takeout. i believe in best buy as one more retailer with no reason for living. >> jcpenney -- >> no reason for living is rough language. >> tell us what you really think. i'm not sure i understand that. >> involved in retail all my life. i was talking last week about retailers that have gone under over time. amazon has accelerated the process. jcpenney, i blasted them nine times on friday. what was the feedback i got from people in retail? you weren't negative enough, jim. yo
marine corps major general michael dana commemorating veterans day marking the 237th birthday of the marine corps. over at the nasdaq, cresud. we'll keep an eye on how the companies are faring. a story about best buy hiring the former cfo of william sonoma who shrunk the store base and made online component larger. two big things that best buy has to do. >> very challenged. i think that by hiring her she will not shop at amazon for christmas holidays. she'll probably shop at best buy....
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Mar 23, 2012
03/12
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. >> by the way, slates dana stevens writes if you've been trying to ignore the "hunger games" hype give in. read the book. watch the movie. because they're going to be part of the conversation for a while. and it's more fun experiencing them than dismissing them. >> by the way on e-trade 92.5% probability that "the hunger games" will gross more than $125 million. >> how did you rate it out of ten? >> i thought it was ten, really good. absolutely. it's going to do well. tweet time. our question of the day what new product would you like to pitch to the new incoming ceo of mcdonald's to keep the fast food giant growing? let us know at cnbc squawk st. some of your responses right after this. ♪ on the road ♪ and we know that it goes on and on ♪ [ female announcer ] you're the boss of your life. in charge of making memories and keeping promises. ask your financial professional how lincoln financial can help you take charge of your future. ♪ ♪ oh, oh, all the way ♪ oh, oh you know, those farmers, those foragers, those fishermen.... for me, it's really about building this extraordi
. >> by the way, slates dana stevens writes if you've been trying to ignore the "hunger games" hype give in. read the book. watch the movie. because they're going to be part of the conversation for a while. and it's more fun experiencing them than dismissing them. >> by the way on e-trade 92.5% probability that "the hunger games" will gross more than $125 million. >> how did you rate it out of ten? >> i thought it was ten, really good. absolutely....
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dana is a huge fan of it. it's still one we like very much. >> roxanne what about let's say we get through this week, the following week, dwi2013, are na starting to pop on your screen automatically? >> yeah, i would throw out lulu. we think they're one of the premiere growth companies. really holding onto their market share and growing it at a terrific rate. ann taylor is being set up very well. they have new leadership earlier this year. there's a lot of catalysts that are going to play out. and the multichannel model is going to continue to be a big theme into 2013. ann's primed to take advantage of that as well as urban outfitters. so we'll be looking at that. >> interesting. and joe, last comment to you. what is next year's depth, so to speak? >> bed, bath and beyond has not been acting all that well. i think they could have a decent year next year. home furnishings have been solid. a good, quality company with moderate growth ahead of it. excellent well-run company and generate a lot of free cash flow. >
dana is a huge fan of it. it's still one we like very much. >> roxanne what about let's say we get through this week, the following week, dwi2013, are na starting to pop on your screen automatically? >> yeah, i would throw out lulu. we think they're one of the premiere growth companies. really holding onto their market share and growing it at a terrific rate. ann taylor is being set up very well. they have new leadership earlier this year. there's a lot of catalysts that are going...